CBT
PFD

Crews Bank & Trust’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Crews Bank & Trust’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$2.4K – 645
2025
Q3 		$2.4K Buy
+200
New +$2.31K ﹤0.01% 600

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Crews Bank & Trust's PFD Position: Q4 2025 in Review

Crews Bank & Trust sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2025, closing a stake of 200 shares — an estimated $2.4K sold.

Crews Bank & Trust first reported a position in PFD in Q3 2025 and held it in 1 quarter. The position peaked at $2.4K in Q3 2025. 49 funds tracked by Wall St. Rank hold PFD as of Q4 2025.

  • Crews Bank & Trust reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 200 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2025, an estimated $2.4K.
  • Crews Bank & Trust first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2025 and held it in 1 quarter.
  • Crews Bank & Trust's Flaherty & Crumrine Preferred and Income Fund position peaked at $2.4K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2025.

Based on Crews Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.